GWCM

Godshalk Welsh Capital Management Portfolio holdings

AUM $162M
1-Year Est. Return 14.73%
This Quarter Est. Return
1 Year Est. Return
+14.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Sells

1 +$213K
2 +$81.8K
3 +$71.3K
4
C icon
Citigroup
C
+$45.2K
5
PYPL icon
PayPal
PYPL
+$39.4K

Sector Composition

1 Technology 21.1%
2 Healthcare 14.18%
3 Consumer Staples 11.9%
4 Financials 11.69%
5 Consumer Discretionary 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$219K 0.18%
+2,350
102
$208K 0.18%
+2,150
103
$207K 0.17%
+3,250
104
$205K 0.17%
+4,150
105
$176K 0.15%
34,000
106
-4,772